Our Services.
We offer a full range of financial and protection services. See below for some of our most popular.
Pensions
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement...
Savings & Investments
Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
Financial Planning
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be...
Protection
There are events we can all face that have the potential to disrupt lives, standards of living and families.
Excellence in everything we do.
The Chartered status reflects the firm's commitment to achieving excellence in qualifications, professional development, ethics, and, most importantly, client outcomes.
Welcome to Ascent Financial Planning.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 01745 585 474 or email us at info@ascentfp.co.uk and we'll be pleased to help you.
Here's how we formulate the plan towards Your Goals.
Many people have goals and dreams, but a goal without a plan is just a wish. A dream with a deadline becomes a goal.
About you, your goals & ambitions
We meet together to discuss your personal circumstances, your current financial situation, your objectives and your aspirations, as well as any concerns that may arise.
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Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
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How to get there
So now we know where you are and where you want to be. In this phase we present you your bespoke recommendations.
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Implement the plan
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
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Review the plan & progress updates
Review dates will be agreed and can take place annually or more regularly if required.
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Stock Data.
| VALUE | MOVE | % | |
|---|---|---|---|
| FTSE 100 | 9696.74 |
42.91992 
|
0.44459003
|
| FTSE ALL-SHARE | 5239.02 |
19.70996
|
0.37763536
|
| FTSE MID 250 | 22484.12 |
-27.361328 
|
-0.121543884
|
| FTSE 350 | 5296.07 |
20.02002 |
0.37945092
|
| Dow Jones | 47706.37 |
161.78125 |
0.34027267
|
| S&P 500 | 6890.89 |
15.72998 |
0.22879438
|
